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Feb 5
🧵 👀It appears that ODNI is now changing its story that Trump asked Gabbard to be in Fulton County, Georgia.
ABC reported: Dep. DNI Alexa Henning wrote “on social media Thursday, ‘There’s no contradiction. As the President said, he asked for Dir. Gabbard to be there. AG Bondi also asked for her to be there. Two things can be true at the same time.’” abcnews.go.com/amp/Politics/t…Image
But Henning seems to have deleted that tweet, and instead posted a White House rapid response tweet of Karoline Leavitt at briefing today giving a new explanation. Image
Read 3 tweets
Feb 5
What is happening in crypto?

Since October 10th, crypto markets are now down -50%, erasing $2.2 TRILLION worth of market cap.

Bitcoin has officially erased ALL of its post-election rally, now down -10% since Trump's election.

Why is it crashing? Let us explain.

(a thread) Image
As of 8:00 AM ET today, Bitcoin has officially erased its post-election rally.

Yet, over the last 60 days, the fundamental picture for crypto is actually vastly unchanged.

This is why many investors are confused.

Why is crypto crashing if the fundamental picture is unchanged? Image
The answer to this question requires going back to October 10th.

The most recent TOP in crypto came on October 6th, just 4 days before the -$19.5 billion record liquidation.

Something structural appears to have shifted on October 10th.

And, markets never truly recovered. Image
Read 12 tweets
Feb 5
Lizards do not become alligators.

A thread 🪡

Life is understanding that people change in phases.
Different phases of our lives demand different versions of us.
It is the people who refuse to change that stay stuck.
Life is not a straight path. It never was.
The only thing that remains constant is change.
Think about school.
When you want to go to school, you play the part.
Many people did not like what they studied. They were not passionate about the course.
Read 18 tweets
Feb 5
We are Short Electro Optic Systems Holdings Ltd $EOS.AX
Our new report “EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract” can be found here: grizzlyreports.com/eos/
Electro Optic Systems Holdings Ltd EOS.AX is an Australian developer and manufacturer of advanced electro-optic systems, including remote weapon systems, surveillance and fire control systems for military customers. EOS’s stock price doubled in mid-December 2025 on the back of the announcement of a major contract with an anonymous Korean counterpart. Investors see this contract not only as validation, but also as a major contributor to EOS’ revenue growth going forward.
While investors are speculating about the identity of the big Korean counterpart to this contract, we found proof in local Korean media articles that the counterpart is a company called “Goldrone Co., Ltd”.
Read 11 tweets
Feb 5
Kyrylo Veres, commander of Ukraine’s K2 unmanned systems brigade: Reaching 50,000 confirmed enemy losses per month is realistic.

Unconfirmed can become near 80,000.

When you add unverified losses from infantry, and artillery, the real number is much higher.

1/
Kyrylo Veres: In the army, every specialist has a cost. As cynical as it sounds.

Training an FPV drone pilot costs about 300 times more than training an infantryman.

2/
Kyrylo Veres: If there’s another breakthrough toward Kyiv, many fighters will want to leave to defend their homes. Then it will collapse on both fronts.

I know this personally — in 2022, when my home near Kyiv was occupied, I begged my brigade commander to let me go.

3/
Read 5 tweets
Feb 5
EXCLUSIVE: Inside the shadow network tracking federal agents. 🧵

A Fox News Digital investigation has uncovered a nationwide web of more than 200 anti-ICE organizations using military-grade intelligence tactics to track law enforcement.

From encrypted Signal chats to sophisticated databases, these groups are documenting:
–Real-time movements of federal agents
–License plate numbers and vehicle descriptions
–"Pattern-of-life" intelligence

Full story by @AsraNomani here 👉 foxnews.com/us/anti-ice-di…Image
A Fox News Digital investigation has uncovered that these national operations feed data about the movements of law enforcement and immigration authorities into at least 13 sophisticated databases.

The network operates through at least 18 hubs nationwide in largely Democratic states and cities, coordinating traffic, verification and reporting.Image
Activists are being trained in "SALUTE," a military intelligence framework used by soldiers to track enemies in combat.

This method instructs civilians to systematically record the following on federal officers they cast as "mercenaries":
—Size
—Activity
—Location
—Uniform
—Time
—EquipmentImage
Read 9 tweets
Feb 5
The $BTC carnage is accelerating. Now down 12+% today.

Now the 4th worst day this decade.

The other 3 were days around something "breaking." So, what is "breaking" now?

Nov 9, 2022, FTX failure
Jun 13, 2022, Terra Luna Collapse
Mar 12, 2020, worst of COVID Shutdown Image
Look away, not pretty.

The avg purchase price for a $BTC ETF is $90K, 41% underwater, or a $15B unrealized loss.

Need ~ 50% rally to get back to breakeven!

ETF hodlers (boomers) had diamond hands during the decline. But, does this serve to set up a coming capitation (puke)? Image
It has been said that crypto is "programmable money." If so, $BTC should trade like software stocks. And this chart shows they do.

Is the era of AI Agents, which is killing SaaS, and smashing software stocks, is "programmable money" suffering under the same fate? Image
Read 3 tweets
Feb 5
@RonFilipkowski @rothschildmd @michaeldweiss @Shayan86

1).
„There are many possible explanations for why Americans voted for @realDonaldTrump in the primary and the general election:
2).
factors such as his perceived business acumen, his economic or immigration policies, or perhaps the fact that he was not a career politician increased his appeal. We cannot speak to these possibilities.
3).
This study illustrates that something other than veracity accounted for his success, as supporters did not change their voting intentions even if they altered their beliefs about the truth of his statements.
Read 8 tweets
Feb 5
@YouAndYourBS @EricMGarcia @Independent Yes, this committed activist who identifies as disabled who chose to drive a car in a walkable city hostile to cars with lots of bike lanes and public transportation.

There’s more to the story that is being suppressed.
@YouAndYourBS @EricMGarcia @Independent @buttonslives is this person part of the movement?
@YouAndYourBS @EricMGarcia @Independent @buttonslives @threadreaderapp please unroll
Read 3 tweets
Feb 5
Bessent: Trump sanctioned Rosneft and Lukoil, a major sanctions achievement that dwarfs everything else, and brought the Russians to the table for the talks.

1/
Bessent: I will take sanctions against Russia’s shadow fleet under consideration. We’ll see where the peace talks go.

2X
Thank you for reading this post!

Please also consider donating to support Ukrainian students who study during the war if this cause resonates with you.

foundation.kse.ua/en/donate-to-e…
Read 3 tweets
Feb 5
Today, Daytona is announcing a $24M Series A, led by @FirstMarkCap, to give every agent a computer.

This round reflects what the market is increasingly concluding: the cloud was not built for agents.

Full announcement 👇 Image
Every knowledge worker needs a computer.
Agents will need millions.

Today’s cloud infrastructure was built for production workloads: stateless, immutable, optimized to run the same code the same way every time.

That works for serving software. It doesn’t work for creating it.
This isn’t a tweak to existing infrastructure. It’s a new primitive.

The sandbox is a Composable Computer: CPU, memory, storage, GPU, networking, and OS composed on demand, then started, paused, forked, snapshotted, resumed, or destroyed at any point.
Read 6 tweets
Feb 5
Karoline Leavitt just dismantled a reporter trying to undermine DNI Tulsi Gabbard — and she did it in about a minute flat.

CBS’ Weijia Jiang attempted to poke holes in why Gabbard was involved with the Fulton County elections office search.

Leavitt explained it clearly, once more for every MSM journalist in the room.

JIANG: “Did President Trump himself ever ask DNI Gabbard to head down to Fulton County, Georgia?”

LEAVITT: “The president was asked and answered that question just yesterday.”

“I’ve seen a lot of the media in this room get very caught up with the semantics of why Tulsi Gabbard was there.”

“I will tell you why, and the president agrees with this, because election security is essential to national security.”

“And as the Director of National Intelligence, it is a part of Ms. Gabbard’s role to make sure that American elections are free of foreign interference and that American elections are safe and secure.”

“And so the ODNI director is working with the FBI on this effort, and the president wholeheartedly supports both Kash Patel and Tulsi Gabbard in ensuring that American elections are safe, are secure and are free of foreign intervention.”

Jiang tried one more angle.

JIANG: “Is there any indication that there’s foreign influence?”

That’s when Leavitt delivered the knockout blow.

LEAVITT: “It’s the media who has said that there’s Russian interference in American elections.”

“You guys have been saying that for many, many years.”

“Well, the people in this room, considering that you all you all said for many years that Russia interfered in the 2016 election to help Donald Trump, you should all be VERY happy that we finally have an administration that is looking into that.”

Narrative — obliterated.
More stories:

President Trump Announces America’s Faith Revival — “We Are One Nation Under God” overtonnews.com/p/president-tr…
Tom Homan Proves the Critics Wrong — Announces Unprecedented ICE Cooperation in Minnesota overtonnews.com/p/tom-homan-pr…
Read 3 tweets

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